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Disclosery

Secure Asset Management, LLC: PFFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on PFFA, newest first. How the timeline and the estimate are built.

Secure Asset Management, LLC held 80,972 PFFA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,972 shares
    Change vs previous 13F +7,902 shares

    0.23% of the 13F portfolio, value $1,665,586.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 73,070 shares
    Change vs previous 13F +4,980 shares

    0.24% of the 13F portfolio, value $1,487,705.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,090 shares
    Change vs previous 13F -7,876 shares

    0.23% of the 13F portfolio, value $1,467,338.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,966 shares
    Change vs previous 13F -9,763 shares

    0.28% of the 13F portfolio, value $1,668,223.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,729 shares
    Change vs previous 13F -97,443 shares

    0.33% of the 13F portfolio, value $1,785,733.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 183,172 shares
    Change vs previous 13F -168,218 shares

    0.78% of the 13F portfolio, value $3,885,086.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 351,390 shares
    Change vs previous 13F +58,076 shares

    1.17% of the 13F portfolio, value $7,695,439.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 293,314 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $6,696,361.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).